Essentials II in Microsoft Forecaster 7.0 2 Days

Code: 8863
Course duration: 2 days

8863Essentials II in Microsoft Forecaster 7.0 2 Days

About this Course

The two-day Essentials II in Microsoft Forecaster 7.0 course includes the essentials to creating and maintaining boardroom quality reports. Students create reports such as income statements, variance reports, consolidating reports, detail reports and receive an overview of report distribution.

Audience Profile

Essentials II is recommended for users and partners who will be using or implementing Microsoft Forecaster 7.0. This course, plus Essentials I and Supplemental Training is the recommended learning plan for new budget administrators and partners.

At Course Completion

After completing this course, students should be able to:

  • Review Segments, Periods and Rollups
  • Review report design building blocks
  • Create summary and detailed Income Statements
  • Build Variance reports
  • Explore report maintenance
  • Discuss troubleshooting techniques and design tips
  • Review additional report formatting and options
  • Discuss Rollup structures and modify Rollups
  • Design Side-by-Side consolidation reports
  • Combine multiple segments in rows and columns
  • Build detail reports
  • Discuss Sample Reports
  • Build reports in a three segment database

Course Outline

Module 1: Overview and Demonstration

This chapter gives students a general overview and demonstration of the product. The demonstration is designed to highlight the key features covered in the two-day course.


  • Demonstrate key features of Microsoft Forecaster 7.0
  • Overview of topics in course

Module 2: Training Assumptions

This chapter introduces the organizational structures of the fictitious training companies, naming conventions, and basic navigation of the product.


  • Training companies organizational structure
  • Period Naming Conventions
  • Basic Navigation

Module 3: Getting Started

This course covers signing in to the application, and reviews Segments and Rollups. Students explore the Segments used in class and Rollup terminology and properties.


  • Installation and Connection
  • Segments
  • Rollups

Module 4: Building Blocks

This chapter explores the building blocks used in Report design and each of their properties. Time is spent highlighting report specific features related to report functionality and formatting.


  • Lines
  • Columns
  • Calculations
  • Formats
  • Reports

Module 5: Income Statement Variations

This chapter designs two reports, a summary and detailed income statement. The use of summary segments, find and replace, and formats streamline the reporting building and generating process.


  • Summary Income Statement
  • Detailed Income Statement

Module 6: Variance Reports

This chapter provides an introduction to Reporting Periods and variance reporting. The chapter focuses on creating and setting reporting periods, building variances, and design tips.


  • Reporting Periods
  • Over/(Under) Budget Income Statement
  • Favorable/(Unfavorable) Budget Variances
  • Design Tips

Module 7: Report Maintenance

This chapter has the user create folders to organize building blocks and discuss troubleshooting techniques and design tips.


  • Building Block Organization
  • Troubleshooting Techniques
  • Design Tips

Module 8: Additional Formatting Options

This chapter explores formatting options in the Lines, Columns, Reports, and Defaults. In addition, conditional formatting is set up and report options are reviewed.


  • Formatting Options
  • Conditional Formatting
  • Report Options

Module 9: More on Rollups

This chapter provides a review of Rollups, Rollup examples, and modification and maintenance of Rollups.


  • Center Rollup
  • Account Rollup
  • Rollup Maintenance

Module 10: Side by Side Reporting

This chapter designs side by side reports using Centers in the Columns. In addition, it explores using Periods in Lines and modifying the prompts of the report accordingly.


  • Side by Side Reporting with Centers
  • Using Periods in Lines

Module 11: Multiple Segment Reporting

This chapter combines multiple Segments in the Lines and Columns for unique reporting needs. Time is spent building the Lines, Columns, and Formats, and discussing the report prompts. In addition, exploding combined segments is discussed.


  • Accounts combined with Periods
  • Centers combined with Accounts
  • Exploding Combined Segments
  • Centers combined with Periods

Module 12: Detail Reports

This chapter focuses on adding details to reports. Details are linked to Income Statements, audit trail history is reported on, and detail menus are created. In addition, column codes for detail fields are reviewed.


  • Income Statement with Details
  • Audit Trail History Report
  • Column Code Detail Fields
  • Detail Table Menus

Module 13: Report Distribution

This chapter explores the options for distributing and printing reports. Distribution options are discussed, the Excel Add-in is demonstrated, and multiple prompt selection and summarization is covered.


  • Distribution Options
  • Print Options

Module 14: Sample Reports

This chapter demonstrates three additional reports in the Demo company. Students review drilling down to Accounts Payable Detail, explore a Projected Cash Flow statement, and generate a report for a user.


  • Accounts Payable Detail
  • Projected Cash Flow
  • Operating Expenses by User

Module 15: Reporting on Three or More Segments

This chapter provides students with an opportunity to practice designing reports with a three segment database. Students utilize the skills they learned throughout the class and apply their knowledge to three segment reports.


  • Departmental Monthly Budget
  • Summary Monthly Budget
  • Consolidating Budget

Module 16: Appendix A: Microsoft Forecaster Menu Structure

This appendix includes documents like navigation roadmaps, special character list, and reserved words in Microsoft Forecaster 7.0.


  • Menu Structure
  • Special Characters
  • Reserved Words

Guaranteed to Run

2018-05-02 09:00 to 2018-05-04 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
09:00 to 17:00
Attend Online
2018-04-03 05:00 to 2018-04-05 13:00
Attend Online
09:00 to 17:00
NYC-23rd Street (Instructor-Led)

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